Purchases and Sales Made in Q3 2024 in Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 3000 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
638
New
$188K - $208K
638 $218K
Nov 12, 2024 Q3 2024
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
626
New
$185K - $205K
626 $214K
Oct 21, 2024 Q3 2024
Little House Capital LLC

Braintree, MA
BUY
 -
615
New
$181K - $201K
615 $210K
Oct 15, 2024 Q3 2024
Wbh Advisory Inc

BUY
 -
614
New
$181K - $201K
614 $210K
Nov 05, 2024 Q3 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
614
New
$181K - $201K
614 $210K
Oct 18, 2024 Q3 2024
Granite Fo LLC

Bedford, NH
BUY
 -
612
New
$180K - $200K
612 $209K
Nov 14, 2024 Q3 2024
Private Capital Management, LLC

Naples, FL
BUY
 -
607
New
$179K - $198K
607 $208K
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
602
+ 3.49%
$177K - $197K
17.9K $6.11M
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
597
+ 4.0%
$176K - $195K
15.5K $5.3M
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
573
New
$169K - $187K
573 $196K
Nov 05, 2024 Q3 2024
First National Trust CO

BUY
 -
568
+ 1.46%
$167K - $186K
39.6K $13.5M
Nov 13, 2024 Q3 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
558
+ 2.25%
$164K - $182K
25.4K $8.67M
Nov 04, 2024 Q3 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
535
+ 0.76%
$158K - $175K
71.2K $24.4M
Nov 06, 2024 Q3 2024
Rmb Capital Management, LLC

BUY
 -
529
+ 5.04%
$156K - $173K
11K $3.77M
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
497
New
$146K - $162K
497 $170K
Nov 13, 2024 Q3 2024
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
465
+ 336.96%
$137K - $152K
603 $206K
Oct 18, 2024 Q3 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
450
+ 314.69%
$133K - $147K
593 $203K
Oct 09, 2024 Q3 2024
Castle Rock Wealth Management, LLC

BUY
 -
448
+ 3.68%
$132K - $146K
12.6K $4.31M
Nov 04, 2024 Q3 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
446
+ 0.72%
$131K - $146K
62.5K $21.4M
Nov 08, 2024 Q3 2024
Simplex Trading, LLC

BUY
 -
422
+ 143.54%
$124K - $138K
716 $245K
Oct 17, 2024 Q3 2024
Well Done, LLC

BUY
 -
406
+ 14.59%
$120K - $133K
3.19K $1.09M
Oct 31, 2024 Q3 2024
Winthrop Advisory Group LLC

BUY
 -
368
+ 1.94%
$108K - $120K
19.3K $6.6M
Oct 22, 2024 Q3 2024
Tanager Wealth Management LLP

BUY
 -
351
+ 0.88%
$103K - $115K
40.3K $13.8M
Nov 12, 2024 Q3 2024
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
341
+ 13.49%
$101K - $111K
2.87K $981K
Nov 14, 2024 Q3 2024
Hanover Advisors Inc

Seneca, SC
BUY
 -
310
+ 0.75%
$91.4K - $101K
41.4K $14.2M
Nov 14, 2024 Q3 2024
Kovitz Investment Group Partners, LLC

BUY
 -
307
+ 26.56%
$90.5K - $100K
1.46K $500K
Oct 25, 2024 Q3 2024
Trajan Wealth LLC

Scottsdale, AZ
BUY
 -
284
+ 0.39%
$83.7K - $92.8K
72.5K $24.8M
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
260
+ 64.84%
$76.6K - $84.9K
661 $226K
Oct 18, 2024 Q3 2024
Embree Financial Group

Chicago, IL
BUY
 -
246
+ 0.34%
$72.5K - $80.4K
73.4K $25.1M
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
232
+ 1.15%
$68.4K - $75.8K
20.3K $6.95M
Nov 12, 2024 Q3 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
222
+ 18.62%
$65.4K - $72.5K
1.41K $484K
Nov 06, 2024 Q3 2024
Ferguson Wellman Capital Management, Inc

BUY
 -
215
+ 15.99%
$63.4K - $70.2K
1.56K $533K
Nov 14, 2024 Q3 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
209
+ 6.72%
$61.6K - $68.3K
3.32K $1.14M
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
205
+ 1.04%
$60.4K - $67K
19.9K $6.82M
Nov 06, 2024 Q3 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
188
+ 5.96%
$55.4K - $61.4K
3.34K $1.14M
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
188
+ 3.77%
$55.4K - $61.4K
5.17K $1.77M
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
176
+ 1.64%
$51.9K - $57.5K
10.9K $3.74M
Oct 24, 2024 Q3 2024
Salomon & Ludwin, LLC

BUY
 -
174
+ 22.37%
$51.3K - $56.9K
952 $326K
Nov 13, 2024 Q3 2024
Financial Counselors Inc

BUY
 -
141
+ 3.4%
$41.6K - $46.1K
4.29K $1.47M
Oct 17, 2024 Q3 2024
Stratos Wealth Advisors, LLC

BUY
 -
121
+ 1.87%
$35.7K - $39.5K
6.59K $2.25M
Oct 24, 2024 Q3 2024
Strategic Investment Management, LLC

BUY
 -
120
+ 0.73%
$35.4K - $39.2K
16.5K $5.65M
Nov 01, 2024 Q3 2024
17 Capital Partners, LLC

BUY
 -
117
+ 10.14%
$34.5K - $38.2K
1.27K $435K
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
109
+ 1.63%
$32.1K - $35.6K
6.79K $2.32M
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
101
New
$29.8K - $33K
101 $34.5K
Nov 05, 2024 Q3 2024
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
97
+ 0.28%
$28.6K - $31.7K
35.3K $12.1M
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
96
+ 384.0%
$28.3K - $31.4K
121 $41.4K
Nov 13, 2024 Q3 2024
Private Capital Management LLC

BUY
 -
91
+ 0.94%
$26.8K - $29.7K
9.77K $3.34M
Nov 14, 2024 Q3 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
87
+ 0.34%
$25.6K - $28.4K
25.7K $8.8M
Nov 15, 2024 Q3 2024
Gould Capital, LLC

BUY
 -
87
+ 7.89%
$25.6K - $28.4K
1.19K $407K

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